TATIANA TSOIR

TATIANA TSOIR

New York City Metropolitan Area
3K followers 500+ connections

Join to follow

About

If you ask yourself these questions: "Am I one crisis away from trouble?", "Do I have…

Articles by TATIANA

See all articles

Activity

Join now to see all activity

Experience

  • Stony Hill Advisors Graphic

    Stony Hill Advisors

    Bedford, New York, United States

  • -

    New York City Metropolitan Area

  • -

    Greater New York City Area

  • -

    New York, United States

  • -

    Mount Kisco, NY

  • -

    New York, United States

  • -

    Greater New York City Area

  • -

    New York, New York, United States

Education

  • Baruch College Graphic

    Baruch College Zicklin School of Business

    -

    Activities and Societies: Volunteered in FLY - Financial Literacy for Youth Project with Baruch High School students, where they were introduced to real life gamified personal budget strategies. Volunteered as an advisor, mentor and career counselor to women and immigrants on financial basics, including credit history, building credit, banking and paycheck taxes. I advised them on career paths and what's the easiest and quickest way to start earning and keep going after your other aspirations at the same time.

    City University of New York - Baruch College --Zicklin School of Business.

    Masters in Business Administration is a comprehensive program that is pretty much uniform around the world: AACSB accredits programs that are allowed to issue the MBA degree.

    MBA degree can be achieved on a full-time, cohort-based basis or part time, in the evenings. I went for the full time option and was a part of a group of about 70 students. We each took our own electives in year 2, but the first year…

    City University of New York - Baruch College --Zicklin School of Business.

    Masters in Business Administration is a comprehensive program that is pretty much uniform around the world: AACSB accredits programs that are allowed to issue the MBA degree.

    MBA degree can be achieved on a full-time, cohort-based basis or part time, in the evenings. I went for the full time option and was a part of a group of about 70 students. We each took our own electives in year 2, but the first year we pretty much stayed together.

    While others specialized in accounting, marketing, HR or computer science, I chose to specialize in taxation. And I was right: I got to take some super advanced tax courses like International tax, Deferred Compensation and Trust and Estate tax. As a CPA I use this knowledge daily working with clients to help them structure their compensation using retirement options as well as design their overall tax strategy including exit.

  • -

  • -

    Activities and Societies: While at Hunter I worked as a bookkeeper for 4-5 businesses at the same time (a day a week for one, 2 days for another), while taking on a 4-5 course load. I was motivated to finish up before NYS changed the CPA requirements in 2009, so I pushed hard. I got really good at time management and prioritizing, and was active at the Accounting Society, incl. VITA (volunteer income tax assistance) and Hunter Hillel. I was on Dean's List 5 semesters & got the 2009 award for excellence in accounting.

    Hunter College has been crucial for my career and life. Initially I wanted to be a lawyer and viewed my undergrad degree as a stepping stone toward that. While in college, I had to support myself financially - my parents were far away in another country (Belarus) and I had nobody in the US.

    So I decided to major in Accounting: accounting is a skill and I used it to support myself through college. And every professor said every class "since you're majoring in accounting, you might as…

    Hunter College has been crucial for my career and life. Initially I wanted to be a lawyer and viewed my undergrad degree as a stepping stone toward that. While in college, I had to support myself financially - my parents were far away in another country (Belarus) and I had nobody in the US.

    So I decided to major in Accounting: accounting is a skill and I used it to support myself through college. And every professor said every class "since you're majoring in accounting, you might as well sit for the CPA exam" and I thought "Ha! I might as well...". And I did. And somewhere along the way I fell in LOVE with accounting and business, and to this day I am grateful for each and every professor that made a huge impact (Stephani Mason and Avi Liveson are forever my fave).

  • -

    Activities and Societies: While studying in law school, I wanted to see what it's like to work for an intense American company so I found a job at McDonalds of all places. I would do a night shift, go to school, go back to work. It was fun and my young health could do it. Not anymore!

    Ever since I was 13-14 and my dad's friend came to visit us and talked about his work (he was a lawyer) it was my dream to become a lawyer. I've watched Law & Order (translated) back in Minsk since then. I loved Mr McCoy and the detectives - it was fun and interesting.

    I was so impressed that I did not choose anything else: I wanted to go and study law and I did, for 2 years (it is a 5 years law-only degree, no liberal arts or any wiggle room, just pure law). And then I came to the US…

    Ever since I was 13-14 and my dad's friend came to visit us and talked about his work (he was a lawyer) it was my dream to become a lawyer. I've watched Law & Order (translated) back in Minsk since then. I loved Mr McCoy and the detectives - it was fun and interesting.

    I was so impressed that I did not choose anything else: I wanted to go and study law and I did, for 2 years (it is a 5 years law-only degree, no liberal arts or any wiggle room, just pure law). And then I came to the US that summer of 2003.

    Coincidentally, when I arrived in New York in June 2003, our sponsor had us spend a night in NYC to receive guidance and information. And interestingly enough, it was in the Columbia University dorms! That evening I went for a walk and found myself standing across the street from Columbia Law School and thought "one day I will go here".

    I never did - but the thought of pursuing law does not let me go, even 20 years later! Maybe one day...

  • -

    Activities and Societies: Since I was a kid, I couldn't sit still. If it were today and in the US, I'd probably be medicated for ADHD. But I see my never-diagnosed ADHD as a gift of life. Here is what I mean. > I got a massage therapist certificate when I was in 10th grade > I took Silva Mind Control method course when I was fifteen and have used Silva meditation since then (25 years!) to support myself and to become my own core > I graduated with As and Bs because I was embarrassed to have straight As.

    This school was very unique and special: from the first grade we learned a 2nd language - English. Overall I had about 8-10 hours of English per week! Because of that I was able to adapt quicker and easier to the United States English - I had all the grammar and the tenses and some idioms (I still learn some of them and I've been in the US for 20 years!)

    This school gave me an ability to defend myself during my first year or two in America (I got into an abusive relationship and couldn't…

    This school was very unique and special: from the first grade we learned a 2nd language - English. Overall I had about 8-10 hours of English per week! Because of that I was able to adapt quicker and easier to the United States English - I had all the grammar and the tenses and some idioms (I still learn some of them and I've been in the US for 20 years!)

    This school gave me an ability to defend myself during my first year or two in America (I got into an abusive relationship and couldn't get out for a year). It gave me an ability to SPEAK and I did.

    Around 8th grade, I elected math specialization and had 8-10 hours a week of math, too. It was intense. But that intense work allowed me to be who I am today. I met some of the most amazing teachers, like Marina Zinovievna and Svetlana Yuryevna and they've made a huge impact on my life and career.

  • -

    Activities and Societies: Psychology-consultant with specialization in individual & couples therapy.

Licenses & Certifications

Volunteer Experience

  • Volunteer Income Tax Assistance Graphic

    Tax Preparer

    Volunteer Income Tax Assistance

    - 4 months

    Economic Empowerment

    I prepared and reviewed tax returns for low-income taxpayers and helped them get their taxes done timely and correctly. It was a very rewarding experience and gave me the foundation of tax work I later brought to work.

    I graduated in January 2009, when all accounting firms were on a hiring freeze. I continued with my bookkeeping clients and by the end of that year I was hired but a small cute accounting firm, where I got hands on experience in tax on day 1. And VITA was one of the…

    I prepared and reviewed tax returns for low-income taxpayers and helped them get their taxes done timely and correctly. It was a very rewarding experience and gave me the foundation of tax work I later brought to work.

    I graduated in January 2009, when all accounting firms were on a hiring freeze. I continued with my bookkeeping clients and by the end of that year I was hired but a small cute accounting firm, where I got hands on experience in tax on day 1. And VITA was one of the factors that let it happen.

  • SOCIETY FOR FINANCIAL INDEPENDENCE INC Graphic

    Educator

    SOCIETY FOR FINANCIAL INDEPENDENCE INC

    - Present 11 years 10 months

    Economic Empowerment

    I started this 501(c)3 non-profit because I am an immigrant and a woman and I remember what it was like to come to the United States, with its own system of credit, credit cards, credit history, sales tax, being a business owner and many more.

    I hold WORKSHOPS:
    1. We teach these groups about these financial basics, money and business
    2. We show them how to navigate the complex world of paychecks with tax deductions and health insurance and so much more.
    3. Many want to start a…

    I started this 501(c)3 non-profit because I am an immigrant and a woman and I remember what it was like to come to the United States, with its own system of credit, credit cards, credit history, sales tax, being a business owner and many more.

    I hold WORKSHOPS:
    1. We teach these groups about these financial basics, money and business
    2. We show them how to navigate the complex world of paychecks with tax deductions and health insurance and so much more.
    3. Many want to start a business as entrepreneurs.
    4. We go over the prerequisites need to start a business.
    5. We break it up, just like Arthur Murray dance lessons, into simple steps so the complexities of business can master in small steps/nuggets
    6. We can support them during their most critical time—the beginning.

    A part of what I do is also teach SKILLS. I believe that degrees and certificates only matter to the extent you can make a living with them. If you cannot - they are useless. A big skill is accounting and bookkeeping: it's fairly flexible task that has no true emergencies, while providing a very decent living on your terms. So I built a course to train bookkeepers and have tested it on teens: and it works!

    My goal for this organization is to fundraise for scholarships, sponsor –immigrants, women, single moms, teens finishing high school as they are entering a "new" life.

  • Bedford Central School Dist Graphic

    Budget Committee Member

    Bedford Central School Dist

    - Present 5 years 9 months

    Children

    • Provide assistance and expertise to the District's budget committee, discuss questions of healthcare costs, contracts, and reserves, to ensure the District staff and BOE have the community's input.

    Provide assistance and expertise to the Bedford Central School District:
    a. Active engaged Budget Committee Member
    b. Discuss and analyze healthcare costs (reviewed 5 )various plans
    c. Review and Analyze 55+ contracts and provide feedback
    d. Review and monitor reserves (on a…

    • Provide assistance and expertise to the District's budget committee, discuss questions of healthcare costs, contracts, and reserves, to ensure the District staff and BOE have the community's input.

    Provide assistance and expertise to the Bedford Central School District:
    a. Active engaged Budget Committee Member
    b. Discuss and analyze healthcare costs (reviewed 5 )various plans
    c. Review and Analyze 55+ contracts and provide feedback
    d. Review and monitor reserves (on a monthly/quarterly, etc)
    e. Interact and assist the District staff (continuously, monthly
    f. Ensure the District staff and BOE have the community input.

Publications

  • Profit-sharing plans: Retirement accounts that give employees a percentage of a company's profits

    Personal Finance

    Read More: A profit-sharing plan is an employer-sponsored retirement plan where the employer contributes pre-tax dollars to an employee's account based on the profitability of the company.

    The employer has full discretion as to what percentage of the business' profits will be shared with employees of the organization as well as which employees are eligible to participate. The flexibility of a profit-sharing plan is also met with generous tax advantages which benefit both the employer and…

    Read More: A profit-sharing plan is an employer-sponsored retirement plan where the employer contributes pre-tax dollars to an employee's account based on the profitability of the company.

    The employer has full discretion as to what percentage of the business' profits will be shared with employees of the organization as well as which employees are eligible to participate. The flexibility of a profit-sharing plan is also met with generous tax advantages which benefit both the employer and employee.

    See publication

  • What is a Profit Sharing Plan

    Bankrate

    A profit-sharing plan is a retirement plan that allows an employer or company owner to share the profits in the business, up to 25 percent of the company’s payroll, with the firm’s employees. The employer can decide how much to set aside each year, and any size employer can use the plan.

    See publication

  • No, companies do not get a tax benefit from your donation given at checkout

    News 10 WBNS

    There is a false claim making the rounds on Facebook that says it’s better to give directly to charities because companies benefit from checkout donations.

    See publication

  • YEAR-END MOVES TO KEEP MORE OF YOUR MONEY, SPEAKER! GUEST POST BY TATIANA TSOIR

    National Speakers Association

    Entrepreneurs, and especially, speakers are often underserved by the DIY mentality and the seeming abundance of free information. Free information is free, but the cost of it to you is really high.

    For example, starting to worry about taxes in March is a huge disservice to you. Once the year is over your options are down to very few – mostly tax deferral vs. actual lowering of your taxes.

    As cliché as this may sound, knowledge is power.

    If you know how much income you…

    Entrepreneurs, and especially, speakers are often underserved by the DIY mentality and the seeming abundance of free information. Free information is free, but the cost of it to you is really high.

    For example, starting to worry about taxes in March is a huge disservice to you. Once the year is over your options are down to very few – mostly tax deferral vs. actual lowering of your taxes.

    As cliché as this may sound, knowledge is power.

    If you know how much income you brought in so far and how much you have in deductible business expenses, i.e. your travel costs, cost of clothing and makeup for your speaking engagements, you know whether or not you have the tax money available. And if not – you have 4-6 months to make that money.

    But, most importantly, you can actually do something to bring that number down, proactively, before it’s too late.

    An Important Must-Do (Read More)

    See publication

  • Tatiana Tsoir – Entrepreneur, Life Coach, and Author

    Thrive Insider

    Who are you and what business did you start?
    I am Tatiana Tsoir and I started 3 businesses: 1) Linza Advisors – a boutique tax and advisory concierge CPA firm helping small business owners be profitable while proactively lowering their taxes. We provide concierge service to those who value their time above all. – Started in 2005! 2) Business is Personal – is my author & speaker business. My book “Dream Bold, Start Smart: Be Your Own Boss & Make Money Doing What You Love” released on March…

    Who are you and what business did you start?
    I am Tatiana Tsoir and I started 3 businesses: 1) Linza Advisors – a boutique tax and advisory concierge CPA firm helping small business owners be profitable while proactively lowering their taxes. We provide concierge service to those who value their time above all. – Started in 2005! 2) Business is Personal – is my author & speaker business. My book “Dream Bold, Start Smart: Be Your Own Boss & Make Money Doing What You Love” released on March 16, 2021 and is a plain-English roadmap for a woman to start a business and do it smart.

    See publication

  • 6 Reasons Why You Shouldn’t Procrastinate on Your Taxes

    Go Banking Rates

    Federal taxes aren’t due until May 17 in 2021, so you might be tempted to wait until the last minute to file. But putting off filing your taxes may not be the best decision. Here are all the reasons why you shouldn’t procrastinate on this yearly chore.

    Something Might Come Up Closer to Tax Day

    (Read More)

    See publication

  • Dream Bold, Start Smart

    Page Two

    This book is for someone who has a business idea and cannot afford to fail.

    See publication

  • How to Protect Yourself Against Price Psychology

    The List

    Tatiana Tsoir, author of Dream Bold, Start Smart, gives four tips on how to play offense when it comes to price psychology.

    Watch Now

    See publication

  • Small Business Key to Sustainability

    The Daily CPA

    Important for any business owner to know.

    See publication

  • Small Business Key to Sustainability: the Accounting Issue

    The Daily CPA

    When you buy from a small business, your money doesn’t go to some big shot executive’s pocket; rather, it allows a little girl an opportunity to take ballet lessons, or a little boy to practice soccer. Small business is what seems to drive the American economy.

    See publication

Projects

  • Intuit Tax Council

    It's an honor to have been invited to serve on the Intuit Tax Council and support this amazing company in their mission to power prosperity!

  • D'Marie

    - Present

    Find and shop the styles you see on your favorite celebrities on the IMDB of fashion. And now D'Marie works on the nation's most amazing advertising campaigns and I am delighted to be a part of it.

    Other creators
    See project

  • TEDx BronxvilleHS

    -

    This talk is called "How to Play to Just Play in Life" where I talk about how in sports we can play to win (offense), play not to lose (defense) and play to just play when you stop caring about the score.

  • TEDx Nashua High School

    -

    This topic was also business-related but different (you cannot have more than one TEDx Talk on the same topic): Entrepreneurship is a Skill for Life aka If you want to control your destiny you must learn to think like an entrepreneur. It's a powerful talk that will empower you to learn the two most critical skills for life.

  • TEDx UCincinnati

    -

    My talk "Entrepreneurship is a Whole Brain Craft" is for all dreamers who have a vision and ideas nobody else has. It teaches that nobody is born with the skill of entrepreneurship - it's something you can learn and be good at. And a business starts with a dream, a vision and is made possible with numbers.

Honors & Awards

  • Benjamin Franklin Award (Silver) in Audiobook

    IBPA Benjamin Franklin Book Award

    Inspired by Mike Michalowicz, I narrated my own book and my audio book was nominated and won SILVER at the Benjamin Franklin Awards! What an honor it is to achieve this for a non-native English speaker and a firm time author.

  • Honorable Mention Award

    Foreword INDIES

    Foreword INDIES is a VERY prestigious independent publishing award. My book was nominated in the Career category, and won an Honorable Mention Award!

  • HPS Fellow

    Heroic Public Speaking

    This badge earner is an Alumni of Heroic Public Speaking, a public speaking training institute in Lambertville, NJ. In completing an HPS GRAD Fellowship, they have completed the most substantial public speaking training in the world, twice—first as a student, then as a Fellow. Their craft as a speaker and performer has been deepened through extensive training with Heroic Public Speaking.

    Earning Criteria
    1. Completed over 40 hours of rigorous speechwriting coursework during HPS…

    This badge earner is an Alumni of Heroic Public Speaking, a public speaking training institute in Lambertville, NJ. In completing an HPS GRAD Fellowship, they have completed the most substantial public speaking training in the world, twice—first as a student, then as a Fellow. Their craft as a speaker and performer has been deepened through extensive training with Heroic Public Speaking.

    Earning Criteria
    1. Completed over 40 hours of rigorous speechwriting coursework during HPS GRAD:1st Term.
    2. Completed over 80 hours of performance training in HPS GRAD: 2nd Term.
    3. Completed HPS GRAD: 2nd Term a second time, deepening their craft as a performer.

    > https://www.credly.com/badges/296519a2-475c-4a1f-aa33-571484cd5da6/linked_in_profile

  • Coach of the Year award

    Concierge Accountant Conference

    Concierge Accountant 2021 Conference had a vote in a couple of categories, and I had the honor of winning the "Coach of the Year" Award! What an honor! I am grateful to have had the ability to impact the lives of other accountants.

  • Firm of the Future 2018 Award

    Intuit

    Over 500 firms applied around the world and my firm was one of 3 firms in the US and 1 in 15 firms globally! As part of the application I had to describe how my firm used technology to help a small business, and I described one of my top clients, Nasty Pig Inc and how we converted Intuit's budget feature into a cash flow forecast!

  • Award for Excellence in Accounting

    Hunter College Accounting Department

    While going to school full time, I also worked full time for 4-5 businesses. And despite all that, I had a 4.0 GPA (my only B+ was for Sociology 101!) and my accounting major GPA was 4.0. Super proud to have won this award!

Languages

  • English

    Native or bilingual proficiency

  • German

    Limited working proficiency

  • Russian

    Native or bilingual proficiency

Recommendations received

12 people have recommended TATIANA

Join now to view

More activity by TATIANA

View TATIANA’s full profile

  • See who you know in common
  • Get introduced
  • Contact TATIANA directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Add new skills with these courses

See all courses